Episode Details

Bits + Bips: Why Tron’s IPO Matters & How Crypto Exchanges Will Win - Ep. 853
6/18/2025
Unchained

Key Insights

Bullish:

  • 🟢 $STABLES - Stablecoins are expected to be a major trade opportunity in the coming months, with potential for significant yield through DeFi strategies.
    • I think the trade of of the summer into the fall, like, once this stuff one once we hit prime time, everyone's gonna come into the space. It's gonna be a massive battle, and I think the the trade is gonna be this what I call, like, the yield vampire attack.” - Chris (37:24)
    • You you end up with, why do you want stablecoins? Well, they're pretty awesome at payments. You need them for collateral because you have to pay cash for variation margin. Vishal, you touched on that. Oh, and by the way, if you're in the developing world, you want it as a store of value. But it's not a store of value because it's a depreciating asset unless you go and you find that yield, which which they're gonna figure out because you can find it in DeFi.” - Chris (42:38)
  • 🟢 $ETH - 🔒
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  • 🟢 $TRX - 🔒
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  • 🟢 $SOL - 🔒
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  • 🟢 $CYBERSEC - 🔒
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